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2,059 hedge funds and large institutions have $127B invested in Boeing in 2018 Q4 according to their latest regulatory filings, with 266 funds opening new positions, 728 increasing their positions, 827 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 266 | Existing positions closed: 118

7% more funds holding

Funds holding: 1,9292,059 (+130)

5% more funds holding in top 10

Funds holding in top 10: 200209 (+9)

0.45% more ownership

Funds ownership: 69.22%69.67% (+0.45%)

0% more call options, than puts

Call options by funds: $3.55B | Put options by funds: $3.55B

12% less repeat investments, than reductions

Existing positions increased: 728 | Existing positions reduced: 827

14% less capital invested

Capital invested by funds: $147B → $127B (-$20.3B)

Holders
2,059
Holders Change
+130
Holders Change %
+6.74%
% of All Funds
45.88%
Holding in Top 10
209
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.5%
% of All Funds
4.66%
New
266
Increased
728
Reduced
827
Closed
118
Calls
$3.55B
Puts
$3.55B
Net Calls
+$902K
Net Calls Change
+$260M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
626
Centre Asset Management
New York
$5.18M -$615K -1,780 -10%
FT
627
Fiduciary Trust
Massachusetts
$5.16M -$85K -246 -2%
FDCDDQ
628
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.16M +$978K +2,832 +22%
GJIC
629
Gamble Jones Investment Counsel
California
$5.15M -$89.1K -258 -2%
FDS
630
First Dallas Securities
Texas
$5.15M -$154K -446 -3%
AMIM
631
Aull & Monroe Investment Management
Alabama
$5.12M -$320K -925 -6%
MC
632
Maverick Capital
Texas
$5.11M -$1.18M -3,430 -18%
BOH
633
Bank of Hawaii
Hawaii
$5.08M -$385K -1,113 -7%
BSW
634
Buckingham Strategic Wealth
Missouri
$5.07M -$395K -1,142 -7%
CCT
635
Chemung Canal Trust
New York
$5.06M -$168K -485 -3%
PAI
636
Pittenger & Anderson Inc
Nebraska
$5.05M +$620K +1,795 +13%
WAM
637
Weatherly Asset Management
California
$5.05M +$358K +1,037 +7%
SS
638
Simplicity Solutions
Minnesota
$5.01M +$4.76M +13,771 +775%
EFIC
639
Eliot Finkel Investment Counsel
California
$5M -$217K -628 -4%
SCM
640
Stevens Capital Management
Pennsylvania
$4.98M -$13.4M -38,889 -72%
PVH
641
Psagot Value Holdings
Israel
$4.93M +$5.29M +15,302 New
MIAN
642
Mariner Independent Advisor Network
Kansas
$4.93M +$621K +1,798 +14%
HA
643
Halsey Associates
Connecticut
$4.91M +$4.32M +12,491 +455%
WKWM
644
Walter & Keenan Wealth Management
Indiana
$4.91M -$359K -1,040 -6%
SC
645
Scholtz & Company
Connecticut
$4.89M +$2.88M +8,333 +122%
DLCIG
646
D.L. Carlson Investment Group
New Hampshire
$4.88M +$477K +1,381 +10%
GWM
647
Geneos Wealth Management
Colorado
$4.87M -$105K -303 -2%
RWM
648
Rench Wealth Management
Texas
$4.87M +$93.6K +271 +2%
MYAM
649
Meiji Yasuda Asset Management
Japan
$4.84M -$313K -906 -6%
TCM
650
Tufton Capital Management
Maryland
$4.83M +$14.5K +42 +0.3%

BA Hedge Fund Activity: Q4 2018 in Review

2,059 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q4 2018, worth a combined $127B — down 14% from $147B a quarter earlier.

Buyers outnumbered sellers: 266 funds opened new BA positions and 118 closed out — a net gain of 148 holders — while 728 added to existing stakes and 827 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $766M. The largest seller was Cornerstone Wealth Management, cutting an estimated $622M.

  • 2,059 institutional investors held Boeing (BA) as of Q4 2018, up from 1,929 in Q3 2018.
  • Funds reported $127B of Boeing stock for Q4 2018, down 14% quarter-over-quarter.
  • 266 funds opened new Boeing positions in Q4 2018 and 118 closed out, a net change of +148 holders.
  • The largest Boeing buyer in Q4 2018 was T. Rowe Price Associates, an estimated $766M added.
  • The largest Boeing seller in Q4 2018 was Cornerstone Wealth Management, an estimated $622M sold.

Based on aggregated 13F filings for Q4 2018.